Everforth EFOR Institutional Ownership

NYSE EFOR

$39.13 +1.50 (+3.99%)

As of: Oct 20, 2026 · 3:59 PM EDT

Institutions by Trading Activity

247 Institutions

Increased 150 60.7%

Unchanged 33 13.4%

Reduced 64 25.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

—

13F totals exceed reported shares outstanding

Shares Held by Institutions

43.16Mn

of 41.00Mn outstanding

▲+0.75% QoQ

Shares Outstanding

41.00Mn

Institutional Investors

247

filed 13F for Jun 2026

■0 vs prior quarter

Net Shares Added (QoQ)

+320.31K

accumulated since last quarter

Value of Holdings

$1.70Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 11, 2026

Everforth Inc (NYSE:EFOR) was held by 247 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Total holdings of Everforth shares rose 0.75% from Q1 2026, and the number of holders fell 12.72% from Q2 2025.
Of the 247 holders of EFOR in Q2 2026, 150 added to their positions, 64 reduced their stakes and 33 left their positions unchanged.
Altogether, institutional holders owned 43.16Mn EFOR shares at the end of Q2 2026, up 320.31K from the prior quarter and up 779.08K from a year earlier.
BlackRock, Inc. led 13F holders of EFOR with 7.46Mn shares as of June 30, 2026.
Among existing holders, the largest additions to Everforth in Q2 2026 came from D. E. Shaw & Co., Inc. (+1.35Mn shares), BlackRock, Inc. (+792.56K shares), Ameriprise Financial Inc (+352.17K shares), Glenmede Trust Co NA (+345.63K shares) and Goldman Sachs Group Inc (+254.42K shares).
The largest position reductions in EFOR for Q2 2026 were by Invesco Ltd. (-1.33Mn shares), Nomura Asset Management International Inc. (-1.07Mn shares), FMR LLC (-649.44K shares), AQR Capital Management LLC (-416.23K shares) and Dimensional Fund Advisors LP (-269.04K shares).
According to Business Quant data, the leading holders of EFOR for Q2 2026 were BlackRock, Inc. (7.46Mn shares), Vanguard Portfolio Management LLC (3.29Mn shares), AQR Capital Management LLC (2.11Mn shares), D. E. Shaw & Co., Inc. (1.92Mn shares), State Street Corp (1.85Mn shares), Vanguard Capital Management LLC (1.77Mn shares), Dimensional Fund Advisors LP (1.63Mn shares), Geode Capital Management, LLC (1.37Mn shares), Pathstone Holdings, LLC (1.28Mn shares) and Goldman Sachs Group Inc (1.15Mn shares).

Form 13F Holdings

247 Institutional Holders

Report period 30 Jun, 2026

Total shares held 43.16Mn

Of outstanding —

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	7,461,705	18.20%	▲792,558	+11.88%	$133.34Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,289,850	8.02%	▲6,204	+0.19%	$58.79Mn
3	AQR CAPITAL MANAGEMENT LLC	0001167557	2,114,423	5.16%	▼416,227	-16.45%	$37.78Mn
4	D. E. Shaw & Co., Inc.	0001009207	1,923,057	4.69%	▲1,345,207	+232.80%	$34.37Mn
5	State Street Corp	0000093751	1,845,006	4.50%	▲102,297	+5.87%	$32.97Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,770,787	4.32%	▲14,219	+0.81%	$31.64Mn
7	DIMENSIONAL FUND ADVISORS LP	0000354204	1,626,085	3.97%	▼269,038	-14.20%	$29.06Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,373,422	3.35%	▲2,158	+0.16%	$24.55Mn
9	Pathstone Holdings, LLC	0002011612	1,280,177	3.12%	▲77,944	+6.48%	$22.88Mn
10	Goldman Sachs Group Inc	0000886982	1,146,390	2.80%	▲254,422	+28.52%	$20.49Mn
11	BAMCO INC /NY/	0001017918	910,800	2.22%	▼150,000	-14.14%	$16.28Mn
12	Ameriprise Financial Inc	0000820027	896,710	2.19%	▲352,172	+64.67%	$16.02Mn
13	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	817,919	1.99%	▲131,790	+19.21%	$14.62Mn
14	NEW SOUTH CAPITAL MANAGEMENT INC	0001044797	792,624	1.93%	▲792,624	0.00%	$14.16Mn
15	Morgan Stanley	0000895421	768,988	1.88%	▲72,562	+10.42%	$13.74Mn
16	SYSTEMATIC FINANCIAL MANAGEMENT LP	0001085936	711,516	1.74%	▲166,933	+30.65%	$12.71Mn
17	Allianz Asset Management GmbH	0001535323	660,144	1.61%	▲146,164	+28.44%	$11.80Mn
18	JACOBS LEVY EQUITY MANAGEMENT, INC	0000884414	584,996	1.43%	▲584,996	0.00%	$10.45Mn
19	GLENMEDE TRUST CO NA	0000314949	555,440	1.35%	▲345,632	+164.74%	$9.93Mn
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	538,930	1.31%	▼40,717	-7.02%	$9.63Mn

Showing 1 to 20 of 247 holders